You are on page 1of 6

Activity Report

Province SPO Branch Employee ID Employee name Deliverables (10X,


Saving Deposit,
Savings Account, FD)
2 Birgunj MahagadhiJK5687 Jaydeep Kushwaha 10*Saving Deposit
2 Birgunj MahagadhiJK5687 Jaydeep Kushwaha FD
2 Birgunj MahagadhiMR4561 Mukesh Kumar Ray 10*Saving Deposit
2 Birgunj MahagadhiMR4561 Mukesh Kumar Ray Saving Deposit
Activity Report

Deal
Name of Visited Customer's Visit Date Detail Materialise Next Visit
Customer Mobile Number Expected Conversation Plan
Amount (YES/NO)
in 000
ShyamSundar Kumar Yadav 200 7/17/2022 will manage NO 7/20/2022
Mukesh Yadav 9809151795 100 7/17/2022 will arange moNO 7/20/2022
Ramesh Kushwaha 1000 7/17/2022 will contact s NO 7/21/2022
Bramhanarayan Mahato 500 7/17/2022 will deposit mNO 7/19/2022
CRM
update Remarks
if any
(YES/NO)

NO
NO
NO
NO

You might also like